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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,408 | $158,827-51.3% | $121,208-36.1% | $135,382-42.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.50% | -0.64%-4.9pp | 16.93%-22.4pp | 519.77%-525.3pp |
| Employer contribution / active EE | $7,527 | $5,666+32.8% | $4,023+87.1% | $4,779+57.5% |
| Participant deferral / active EE | $6,785 | $4,006+69.4% | $3,345+102.8% | $5,609+21.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |